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Transfin. Podcast E31: Jet Set, Too Rich, Hot Ticket

Professor of Financial Economics and Part-time Value Investor, Transfin.
Apr 22, 2019 6:23 AM 1 min read



Saudi Aramco may buy part of Reliance. Reliance may buy Hamleys. Xbox no longer has discs :( All this and...

The Moral Questions Thrown by Jet Airways


After chugging on for over months with a heavy debt burden of INR8,500cr, Jet finally announced temporary shutdown this week, leaving around 22,000 employees stranded. While the rise and fall of India’s first private airline makes for a rather fascinating tale, it remains to be seen if the promoters are able to salvage the airlines or will it go down in time along with the likes of Kingfisher Airlines.   


Cred's Credible Valuation? 


Cred is making a lot of noise in the start-up sector off late. The financial technology platform is in talks with China’s Hillhouse Capital and some of its existing investors including Sequoia Capital to raise $100m. The deal, if it goes through, will likely value the six-month-old platform at $400m, a substantial raise from $75m when it first raised capital last year. We discuss how credible Cred's latest valuation is.


Does Hotstar's Success Validate the Power of Freemium?


Accounting for over 40% of all long-form digital content consumed in India presently, Disney-owned Hotstar has crossed 300 million monthly active users (MAUs) within four years since its inception - a 4x growth since 2017-end when the platform had about 75 million MAUs. We ask if Hotstar's phenomenal growth validates the power of freemium.


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